♦ Interactive Reports – Customizable Favorites Page.

 

♦ Interactive Reports – Renewal Averages Reports – Ability to filter by Agent & Agency Location.

 

♦ Interactive Reports – Policies / Quotes by Premium Sent.

 

♦ Renewal Center – Batch Actions for Agents – Assign, Replace, Remove.

 

♦ Renewal Center – Popup Actions (Renew / Rewrite) – After performing the action, open the result in a new tab to keep the context on the current tab.

 

♦ Details Pages – Carrier Downloads Tab – New Grid Action – View Remarks. (visible only if note with remarks exists)

 

♦ States – Main List.

 

♦ Commission Statements – New Grid Action – Change Status.

 

♦ Certificates – New Grid Action – Delete.